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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,128 | $86,919-22.8% | $102,457-34.5% | $80,911-17.0% |
| Participation rate | 38.7% | 72.4%-33.7pp | 76.5%-37.8pp | 67.6%-29.0pp |
| Annual return | 7.93% | 18.90%-11.0pp | 29.41%-21.5pp | 35.63%-27.7pp |
| Employer contribution / active EE | $752 | $2,368-68.2% | $3,022-75.1% | $2,756-72.7% |
| Participant deferral / active EE | $1,293 | $4,119-68.6% | $5,054-74.4% | $4,297-69.9% |
| Admin fee / account holder | $2,284 | $8,049-71.6% | $9,451-75.8% | $6,935-67.1% |